Add people from form responses

When newcomers fill out a connect card, a signup sheet or an event form, you can add them to People without retyping anything. Members who already have a record are matched to it, so no one ends up in your directory twice.

Before you start

You need access to forms and permission to add members. Hubl looks for each person's name, email and phone among the form's questions. A single question like Your name works, as do separate First name and Last name questions. Address, birthday and how they heard about you are picked up too when the form asks.

Add the people who answered

Open the summary

Open the form, then select Summary at the top.

Select Add to People

Hubl checks every response that isn't in People yet. Someone who answered more than once with the same email counts as one person, and their newest answers are used.

Review who's new and who you already have

New lists people who will be added. Already on file lists people matched to an existing record by email. Needs a decision lists people who only share a name with someone you have: choose the right person, or add them as someone new.

Add them

Select Add. You'll see everyone who came in, with a link to each record.

What gets created

New people are added as visitors. Each one joins a family: their existing family if they already have one, or a new family under their last name. Members who were already in People keep their membership status, and their record is only filled in where it was blank unless you choose otherwise.

Tip

A response signed by a whole household, like The Hendersons, can't be split into a first and last name. Fix the name on their record after they're added.

After they're added

Each response shows In People with a link to the person, and the response itself links to their record. The next time you add people from this form, those responses are skipped, so you can run it again after more people sign up.

Adding many people from a spreadsheet instead? See Importing People from a Spreadsheet.